Kevin
Ferryman
Equitable Advisors, LLC
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About this Advisor
Kevin Ferryman is a financial advisor working out of New York, New York who has 2 years of relevant experience. Ferryman is an employee of Equitable Advisors, LLC. During their career, Ferryman has held roles at Equitable Advisors, LLC, Uber Technologies Inc, Patriot Bank, United Parcel Service, L'Oreal Cosmetics, Smith Point Beach, Vineyard Vines, Monsoon: Steak And Sushi Restaurant, University Of Scranton, Chaminade High School and North Babylon Wine And Spirits. Ferryman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Connecticut, Florida, Maryland, New Jersey, New Mexico, New York, North Carolina, Ohio, South Carolina, Texas and Utah. Equitable Advisors, LLC is a registered investment business operating out of New York, NY. It has offices in 885 locations and a total of 5,251 financial advisors. It oversees $25 billion in assets across its 75,222 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 177 charitable organizations. Of its 75,222 client accounts, 42% belong to high-net-worth clients who have greater than $1 million in assets. Equitable Advisors, LLC provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Equitable Advisors, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Ferryman Work History
Kevin has been registered as a financial advisor for 2 years.*
Equitable Advisors, LLC
North Babylon Wine And Spirits
Uber Technologies Inc
Patriot Bank
United Parcel Service
L'Oreal Cosmetics
Smith Point Beach
University Of Scranton
Vineyard Vines
Monsoon: Steak And Sushi Restaurant
Chaminade High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Ferryman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
Mount Pleasant, SC
Salt Lake City, UT
Broadview Heights, OH
Secaucus, NJ
Columbia, MD
Indianapolis, IN
Selma, AL
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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